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Business Valuation; Gifting

EAC was awarded a Business Valuation contract for the purpose of Tax. Our report, for this Healthcare Company, provided a value of the gift on a Control basis. Our report involved financial modeling to use in a Discounted Cash Flow approach.

‣ Industry: Healthcare
‣ Standard of Value: Fair Market Value

Valuation Purpose

The purpose of this valuation was to provide a value for Gift Tax purposes. Gift tax is a tax on the transfer of property by one individual to another while receiving nothing, or less than full value, in return. The tax applies whether the donor intends the transfer to be a gift or not. The time to gift an interest in a business has never been more opportune. The applicable exclusion amount of $5.25 Million Dollars is the highest it has ever been in the history of the United States.